WallStSmart

Cass Information Systems Inc (CASS)vsRelx PLC ADR (RELX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Relx PLC ADR generates 4421% more annual revenue ($9.72B vs $214.99M). RELX leads profitability with a 23.3% profit margin vs 17.1%. CASS trades at a lower P/E of 19.9x. RELX earns a higher WallStSmart Score of 64/100 (C+).

CASS

Buy

64

out of 100

Grade: C+

Growth: 6.0Profit: 7.5Value: 7.0Quality: 6.5
Piotroski: 5/9Altman Z: 0.32

RELX

Buy

64

out of 100

Grade: C+

Growth: 5.3Profit: 9.0Value: 7.3Quality: 3.8
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CASSUndervalued (+33.4%)

Margin of Safety

+33.4%

Fair Value

$68.15

Current Price

$55.18

$12.97 discount

UndervaluedFair: $68.15Overvalued
RELXUndervalued (+59.3%)

Margin of Safety

+59.3%

Fair Value

$70.88

Current Price

$33.80

$37.08 discount

UndervaluedFair: $70.88Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CASS3 strengths · Avg: 8.7/10
Operating MarginProfitability
31.6%10/10

Strong operational efficiency at 31.6%

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

EPS GrowthGrowth
24.3%8/10

Earnings expanding 24.3% YoY

RELX6 strengths · Avg: 9.0/10
Return on EquityProfitability
338.2%10/10

Every $100 of equity generates 338 in profit

Operating MarginProfitability
32.0%10/10

Strong operational efficiency at 32.0%

Market CapQuality
$61.83B9/10

Large-cap with strong market position

Profit MarginProfitability
23.3%9/10

Keeps 23 of every $100 in revenue as profit

EPS GrowthGrowth
24.3%8/10

Earnings expanding 24.3% YoY

Free Cash FlowQuality
$1.46B8/10

Generating 1.5B in free cash flow

Areas to Watch

CASS2 concerns · Avg: 2.5/10
Market CapQuality
$706.64M3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
0.322/10

Distress zone — elevated risk

RELX3 concerns · Avg: 2.3/10
Revenue GrowthGrowth
2.7%4/10

2.7% revenue growth

Price/BookValuation
140.8x2/10

Trading at 140.8x book value

Debt/EquityHealth
7.191/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : CASS

The strongest argument for CASS centers on Operating Margin, Price/Book, EPS Growth. Profitability is solid with margins at 17.1% and operating margin at 31.6%. Revenue growth of 12.2% demonstrates continued momentum.

Bull Case : RELX

The strongest argument for RELX centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 23.3% and operating margin at 32.0%. PEG of 1.22 suggests the stock is reasonably priced for its growth.

Bear Case : CASS

The primary concerns for CASS are Market Cap, Altman Z-Score.

Bear Case : RELX

The primary concerns for RELX are Revenue Growth, Price/Book, Debt/Equity. Debt-to-equity of 7.19 is elevated, increasing financial risk.

Key Dynamics to Monitor

CASS profiles as a mature stock while RELX is a value play — different risk/reward profiles.

CASS carries more volatility with a beta of 0.42 — expect wider price swings.

CASS is growing revenue faster at 12.2% — sustainability is the question.

RELX generates stronger free cash flow (1.5B), providing more financial flexibility.

Bottom Line

CASS scores higher overall (64/100 vs 64/100), backed by strong 17.1% margins and 12.2% revenue growth. RELX offers better value entry with a 59.3% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Cass Information Systems Inc

INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA

Cass Information Systems, Inc. provides information processing and payment services to manufacturing, distribution and retail companies in the United States. The company is headquartered in St. Louis, Missouri.

Relx PLC ADR

INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA

RELX PLC provides information-based decision-making and analysis tools for professional and commercial clients in North America, Europe, and internationally. The company is headquartered in London, the United Kingdom.

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